Kelly
Hendrick Pattillo
Southern Wealth Management Llp
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About this Advisor
Kelly Hendrick Pattillo is a financial advisor working in Dallas, Texas, with 15 years of relevant experience. Hendrick Pattillo is an advisor for Southern Wealth Management Llp. They have worked at Southern Wealth Management Llp for the entirety of their career. Hendrick Pattillo has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Texas. Southern Wealth Management Llp is a financial advisory business that has its headquarters in Dallas, TX. The investment advisory business has offices in three locations and a total of 50 people on staff. It handles $2 billion in assets under management between its 2,061 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 17 charities and foundations. Of its 2,061 accounts, 91% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. Fee types charged by Southern Wealth Management Llp most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southern Wealth Management Llp Brokerage Details
$2,336,901,919
50
2,061
$1,133,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelly Hendrick Pattillo Work History
Kelly has been registered as a financial advisor for 15 years.*
Southern Wealth Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Hendrick Pattillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Southern Wealth Management Llp
Dallas, TX
New Orleans, LA
San Antonio, TX
Dallas, TX
New Orleans, LA
Dallas, TX
Dallas, TX
Dallas, TX
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